Documents Tab

The Documents tab lets you view and manage person documents.

At the top of the panel pictured above you can see a summary of the documents associated with the person. At the bottom is a list of all the signature documents associated with the person. For details on signature documents, check out the Rock Admin Hero Guide. For now, let's focus on the Documents block.

For each document in the Documents block, the icons to the right allow you to view the document’s description as well as download, secure or delete the document. Some types of documents (PDF, PNG, JPG or GIF) can also be viewed directly from the browser. Click on any row to manage details about the document or click the  button to add a new document.

  1. Document Type - Select the type of document that you want to add. The available items are controlled by the document type’s configuration and by block settings.
  2. Document Name - If configured for the document type, a default name may be pre-populated here. Otherwise, it will be blank. You can provide your own name or edit the default name.
  3. Description - You can optionally add a description to provide specific details related to this person's document.
  4. Add Document - This is where you'll attach the actual document related to this entry.

Tip

Entity Documents
Documents can be added to any entity, not just people. To see how documents can be used with other entity types, see the Entity Documents section of the Rock Admin Hero Guide.